JFS Wealth Advisors
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JFS Wealth Advisors
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Webinars

Succession Planning for a Seamless Transition

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April 23, 2024

Have you ever wondered if it is truly possible to find or develop a person or team you trust to run and care for your business like you do? If this is how you feel, our upcoming webinar may help you gain some peace of mind about your business's future.

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Aging in Place or Move? The Pros and Cons Revealed

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March 26, 2024

Aging in place or move? What is the best option for you? In this webinar, we examine some of these critical considerations in retirement planning and answer some of your questions.

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Estate Planning Essentials: 5 Reasons to Review Your Plan

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February 23, 2024

Join Adam Etzel as he walks through some estate planning essentials and 5 reasons you should review your plan.

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Quarterly Market, Economic and Planning Update – Q3 2023

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November 30, 2023

Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review: The market year to date, current state of equities and bonds, Federal Reserve's policies and their influence on the financial markets, and looking ahead to 2024.

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Year End Tax Tips and Strategies 2023

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October 30, 2023

In today's ever-evolving financial landscape, staying informed about the latest tax strategies and updates is crucial. Our webinar will provide you with insights into how you can optimize your finances as we approach the end of 2024.

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Webinar: Stay Ahead with FAFSA – Navigating Recent Changes, by JFS Wealth Advisors

Stay Ahead with FAFSA – Navigating Recent Changes

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September 15, 2023

In this webinar, we explore the latest updates to the Free Application for Federal Student Aid (FAFSA) and learn essential strategies to maximize your financial aid opportunities. We aim to get you up to speed with the recent modifications to the FAFSA process, including updates in eligibility criteria, application deadlines, and other critical factors that can impact your financial aid prospects. Whether you’re a student, parent, or educational professional, this webinar is designed to equip you with the knowledge and tools needed to navigate the complexities of the FAFSA system effectively.

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